|
1901
|
American Asset Management
Boca Raton,
Florida
|
$339K
|
–
|
–
|
–
|
|
|
1902
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$338K
|
-$605K
|
-11,250
|
-65%
|
|
|
1903
|
Clear Creek Financial Management
Silverdale,
Washington
|
$338K
|
+$61.9K
|
+1,151
|
+23%
|
|
|
1904
|
HWG Holdings
Houston,
Texas
|
$337K
|
+$47.8K
|
+889
|
+17%
|
|
|
1905
|
Evanson Asset Management
Carmel,
California
|
$336K
|
+$753
|
+14
|
+0.2%
|
|
|
1906
|
First National Corp
Rockland,
Massachusetts
|
$336K
|
+$2.85K
|
+53
|
+0.9%
|
|
|
1907
|
Beacon Pointe Advisors
Newport Beach,
California
|
$336K
|
+$94.9K
|
+1,765
|
+41%
|
|
|
1908
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$333K
|
-$77.6K
|
-1,444
|
-19%
|
|
|
1909
|
Gruss & Co
West Palm Beach,
Florida
|
$332K
|
–
|
–
|
–
|
|
|
1910
|
Vision Capital Management
Portland,
Oregon
|
$332K
|
+$322K
|
+5,990
|
New
|
|
|
1911
|
Enlightenment Research
Miami,
Florida
|
$332K
|
+$323K
|
+6,000
|
New
|
|
|
1912
|
Kays Financial Advisory
Atlanta,
Georgia
|
$331K
|
-$1.18M
|
-21,978
|
-79%
|
|
|
1913
|
Verition Fund Management
Greenwich,
Connecticut
|
$331K
|
+$322K
|
+5,982
|
New
|
|
|
1914
|
|
$329K
|
-$5.09M
|
-94,600
|
-94%
|
|
|
1915
|
Smith Capital Management
Little Rock,
Arkansas
|
$329K
|
-$26.9K
|
-500
|
-8%
|
|
|
1916
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$328K
|
-$126K
|
-2,341
|
-28%
|
|
|
1917
|
Zhang Financial
Portage,
Michigan
|
$327K
|
-$15.7K
|
-292
|
-5%
|
|
|
1918
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$327K
|
–
|
–
|
–
|
|
|
1919
|
Aureus Asset Management
Boston,
Massachusetts
|
$327K
|
+$9.68K
|
+180
|
+3%
|
|
|
1920
|
Gilbert & Cook
West Des Moines,
Iowa
|
$325K
|
+$42.2K
|
+785
|
+15%
|
|
|
1921
|
Atlas Private Wealth Management
Albany,
New York
|
$324K
|
+$315K
|
+5,859
|
New
|
|
|
1922
|
Miramar Capital
Northbrook,
Illinois
|
$323K
|
+$1.67K
|
+31
|
+0.6%
|
|
|
1923
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$322K
|
–
|
–
|
–
|
|
|
1924
|
Hendershot Investments
Centreville,
Virginia
|
$321K
|
-$3.23K
|
-60
|
-1%
|
|
|
1925
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$321K
|
–
|
–
|
–
|
|
